Gupta Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Gupta Wealth Management’s Portfolio RDS.B Stock Details RDS.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$9K	Sell	183 -230	-56%	-$10.3K	﹤0.01%	883
2015 Q4	$19K	Sell	413 -515	-55%	-$26K	﹤0.01%	677
2015 Q3	$44K	Buy	928 +528	+132%	+$28.5K	0.01%	477
2015 Q2	$23K	Sell	400 -23	-5%	-$1.42K	0.01%	704
2015 Q1	$27K	Buy	+423	New	+$28K	0.01%	526

Other funds holding RDS.B

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Gupta Wealth Management's RDS.B Position: Q1 2016 in Review

Gupta Wealth Management reduced its Royal Dutch Shell PLC ADS Class B (RDS.B) stake by 56% in Q1 2016, selling an estimated $10.3K and leaving 183 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Gupta Wealth Management first reported a position in RDS.B in Q1 2015 and has held it in 5 quarters since. The position peaked at $44K in Q3 2015. 416 funds tracked by Wall St. Rank hold RDS.B as of Q1 2016.

Gupta Wealth Management held 183 shares of Royal Dutch Shell PLC ADS Class B worth $9K as of Q1 2016.
Gupta Wealth Management sold 230 Royal Dutch Shell PLC ADS Class B shares in Q1 2016, an estimated $10.3K.
Royal Dutch Shell PLC ADS Class B made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #883 holding.
Gupta Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Royal Dutch Shell PLC ADS Class B position peaked at $44K in Q3 2015.
416 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.